Let’s Take a Look Inside of FuseDesk
Check out how easy it is to get logged in, setup, and handling your customer cases with ease!
Login Using Your CRM Credentials
With our LoginSync technology, you and your team can instantly log into FuseDesk using your CRM Credentials where supported (like an InfusionsoftID and password).
No need to set up users manually in FuseDesk and no new usernames or passwords for your team. As you grow, new reps just log right into FuseDesk and they’re off and running!
Forward Your Support Email
With forwarding turned on, support emails come into FuseDesk, we automagically link the emails to the right contact in Infusionsoft, save the emails to the contact record in Infusionsoft, and let your team get to work on helping your customer out.
Two Simple Screens
Instead of training your team and new hires on all of Infusionsoft, simply show them the two simple screens of FuseDesk.
First, are Case Queues. This is where you can see a live updating list of cases in a given queue like your Inbox, a colleague’s inbox or cases assigned to a department.
Resolve a Case
The second screen in FuseDesk is where you actually resolve cases.
In this Case View, you can the full details of the linked Infusionsoft Contact, one-click access the Infusionsoft contact record, reply to a customer via email, log a note or a call, run Infusionsoft Automation, apply Infusionsoft tags, and more!
But That’s Not All…
FuseDesk Makes It Easy to Handle Your Cases with Ease!
Reply with CRM Templates
Access all of your existing CRM templates right inside of FuseDesk and create new custom reply templates to handle your most frequently asked questions.
Using powerful mergefields and automation links, you can personalize your emails, include custom fields such as a customer’s username and password to access a membership site, embed automation links so you can track who clicks on the links you include and more.
Log Calls and Notes
Easily log phone calls and internals notes right on a case in FuseDesk and leverage powerful note templates with full merge field support.
And if you’re using a CRM, all logged calls and internal notes are also stored on the contact’s record in your CRM with a link back to the case in FuseDesk!
Run CRM Automation
Leverage the full power of your CRM by applying tags and running automation on a CRM contact right from FuseDesk.
Need to cancel a subscription, untag someone as a current customer, tag someone as a past customer, remove their site access, and add them to a reactivation campaign? Easy!
One Click runs a CRM Automation from FuseDesk set AND saves the results of the Automation to their case history.
Case History in Your CRM!
If your team is trying to track your existing email or help desk cases in your CRM, this typically involves wasted time copying, pasting, and switching between multiple systems a dozen times just to get back to one customer.
FuseDesk handles all of this automagically behind the scenes for you!
All inbound emails, reply emails, logged calls, chats, and internal notes are stored on the your CRMs contact record!
Transfer and Escalate Cases
Each FuseDesk case is assigned to one rep in one department.
No more “lost” emails or emails “falling through the cracks.”
Cases can be easily transferred between colleagues, or escalated to supervisors or managers as needed assuring that customers get the help they need – fast.
Gem Stones + Recent Activity
Our colored “gemstones” on the side of FuseDesk show you at a glance which departments and reps are staying on top of their cases and where help might be needed.
Couple that with our live “Recent Activity” feed and you can see everything happening in your app as it happens.
“What Gets Measured Get’s Done” – Peter Drucker
With FuseDesk’s suite of reports, you can quickly see how quickly cases are getting assigned, responded to, and resolved. You can track how satisfied your customers are. You can even spot trends between reps or departments.
Reports can be easily exported and even added directly into your third party dashboards!
Getting Started Has Never Been Easier!
Get Your Very Own Fully-Functional FuseDesk App Today – No Credit Card Required
“Setting up our FuseDesk app was incredibly easy. It was a simple three step process that I could have done in my sleep. Thanks!”